Feature Requests

1) It would be fantastic if there was a way for us to add additional questions (much like the ones we can add to booking services) for when people cancel or reschedule. For example, I have one insurance that requires that I note the reason that a client cancelled (sick, vacation, emergency, no-show). At the end of the authorization, I have to total the number of each type of cancelation. Having clients checkmark when they're rescheduling or canceling, and then having a way to see that information at a glance (either through the appointments list or other setting), would seriously save so much time. 2) Additionally, it would be great if we could limit how often people can reschedule appointments. I mention this because I've had people "reschedule" a session to the next week, then reschedule both sessions for that week to the third week, and then reschedule all 3 of those sessions to a 4th week. I would like to set it so that if someone is trying to reschedule the same appointment a second time, it is just marked as cancel, and they are directed to book a new appointment.

It would be helpful to receive notice whenever a claim is rejected so that it could be acted on immediately. At present, you only become aware of a rejected claim if you are actively / manually checking claims status. Perhaps this feature could be added to "Settings" - "Claim Notifications"

We'd like to be able to be notified is a client's credit card is about to expire. In our old EHR, this was displayed on a Billing & Insurance dashboard for all clients across our practice. But perhaps an email can be sent? Or maybe a task is generated to send the client a credit card form to give us a new credit card?

In order to avoid double-booking appointments, it would be helpful if an alert was triggered when trying to book an appointment at a time that is already assigned to another patient.

Right now credit card numbers can be given that are invalid or bogus. I would love a verification of the card information given so it doesn't result in being declined after the appointment has already taken place.

It would be great to have status like “resubmitted” and “reprocessing” and “pending appeal” and “pending medical records” to keep track of claims that have been processed but are awaiting further action.

In addition to the Denied, Rejected, and Paid claim status, "Pending Appeal" and "Appeal at Insurance" would be useful

It would be a time-saver to have an option to auto-charge client co-pays, co-insurances, and/or deductibles that are in the received ERAs. It would be helpful to have it as a practice-billing default but allow some clients to be opted out if they have secondary insurances or third-party payers. This could save my practice of 25 practitioners approximately 10 hours weekly.

The notes would look more professional with black text instead of blue.

Give clients a third option besides Female or Male Select "which do you identify" Male Female Non-binary / Other